Snowden Capital Advisors’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Snowden Capital Advisors’s Portfolio JFR Stock Details JFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$134K	Hold	17,453	–	–	﹤0.01%	1309
2026 Q1	$133K	Buy	+17,453	New	+$134K	﹤0.01%	1251
2025 Q1	–	Sell	-19,342	Closed	-$173K	–	1240
2024 Q4	$173K	Hold	19,342	–	–	0.01%	1162
2024 Q3	$172K	Hold	19,342	–	–	0.01%	1182
2024 Q2	$169K	Buy	19,342 +2,000	+12%	+$17.4K	0.01%	1154
2024 Q1	$153K	Buy	17,342 +3,000	+21%	+$25.5K	﹤0.01%	1146
2023 Q4	$118K	Hold	14,342	–	–	﹤0.01%	1099
2023 Q3	$118K	Buy	+14,342	New	+$116K	0.01%	1036
2022 Q4	–	Sell	-16,780	Closed	-$136K	–	1156
2022 Q3	$136K	Buy	+16,780	New	+$144K	0.01%	1064
2022 Q1	–	Sell	-5,656	Closed	-$57K	–	1571
2021 Q4	$57K	Buy	+5,656	New	+$57.7K	﹤0.01%	996
2017 Q4	–	Sell	-10,256	Closed	-$120K	–	409
2017 Q3	$120K	Buy	10,256 +167	+2%	+$1.97K	0.02%	377
2017 Q2	$120K	Buy	+10,089	New	+$119K	0.02%	346

Other funds holding JFR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

CPC

Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Snowden Capital Advisors's JFR Position: Q2 2026 in Review

Snowden Capital Advisors held its Nuveen Floating Rate Income Fund (JFR) position steady in Q2 2026 at 17,453 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #1309.

Snowden Capital Advisors first reported a position in JFR in Q2 2017 and has held it in 12 quarters since. The position peaked at $173K in Q4 2024. 172 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

Snowden Capital Advisors held 17,453 shares of Nuveen Floating Rate Income Fund worth $134K as of Q2 2026.
Snowden Capital Advisors left its Nuveen Floating Rate Income Fund share count unchanged in Q2 2026.
Nuveen Floating Rate Income Fund made up ﹤0.01% of Snowden Capital Advisors's portfolio in Q2 2026, its #1309 holding.
Snowden Capital Advisors first reported a position in Nuveen Floating Rate Income Fund in Q2 2017 and has held it in 12 quarters since.
Snowden Capital Advisors's Nuveen Floating Rate Income Fund position peaked at $173K in Q4 2024.
172 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.